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    How AI-Fueled Revenue Growth and Steady Guidance Will Impact HubSpot (HUBS) Investors

    Simply Wall St·12/17/2025 10:29:54
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    • In recent months, HubSpot reported constant-currency revenue of US$810.00 million for Q3 2025, growing 18.4% year over year on the back of AI-driven product uptake, seat expansion, and more multi-hub deals, while keeping forward guidance unchanged aside from currency effects.
    • At the same time, investor skepticism about the profitability of AI spending and worries about a potential AI bubble weighed on sentiment toward HubSpot, despite its continued operational momentum.
    • We’ll now examine how rising investor concerns about AI profitability may alter HubSpot’s investment narrative built around AI integration and multi-hub adoption.

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    HubSpot Investment Narrative Recap

    To own HubSpot, you need to believe its AI integrations and multi-hub platform can keep driving seat growth and cross-sell, even as customers scrutinize software spend. The latest pullback tied to broader AI-profitability fears does not materially change the near term catalyst around AI-driven product adoption, but it does highlight the key risk that heavy AI investment might not monetize as quickly as the market once hoped.

    The most relevant recent update here is HubSpot’s Q3 2025 result, with constant-currency revenue of about US$810.0 million, up 18.4% year over year, helped by AI features, seat expansion and more multi-hub deals. Management’s decision to essentially hold forward guidance, aside from currency effects, reinforces that the operating story remains intact in the short term, even as sentiment around AI spending and profitability has become more fragile.

    Yet investors should be aware that rising competition from larger SaaS and new AI powered platforms could...

    Read the full narrative on HubSpot (it's free!)

    HubSpot’s narrative projects $4.6 billion revenue and $388.4 million earnings by 2028. This requires 17.1% yearly revenue growth and about a $400 million earnings increase from -$11.9 million today.

    Uncover how HubSpot's forecasts yield a $585.47 fair value, a 58% upside to its current price.

    Exploring Other Perspectives

    HUBS 1-Year Stock Price Chart
    HUBS 1-Year Stock Price Chart

    Nine fair value estimates from the Simply Wall St Community span roughly US$205 to US$585 per share, showing how far apart individual views can be. Against that backdrop, concerns about whether HubSpot’s early stage AI monetization can justify ongoing investment may play a larger role in how you interpret the stock’s recent selloff and future performance.

    Explore 9 other fair value estimates on HubSpot - why the stock might be worth 45% less than the current price!

    Build Your Own HubSpot Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your HubSpot research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free HubSpot research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate HubSpot's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.